Aspiring Financial Adviser

About this role

Old Mutual, one of Africa’s leading insurance companies, is recruiting in Welkom for the Hoopstad and Welkom area. This full-time role is for people who want to build a career in financial advice and sales.

What you’ll do

• Build trust with customers and help them work towards their lifetime financial goals.
• Find out what each customer needs by asking the right questions.
• Give sound financial advice that fits each person’s situation.
• Recommend financial plans and solutions that suit each customer, then help put them in place.
• Look for new sales opportunities and qualify potential clients.
• Keep accurate sales records and use the company’s sales software.
• Stay in touch with customers and collect their feedback.

What you need

• Grade 12, or NQF Level 4 equivalent such as a school leaving certificate, or a national or occupational certificate (required).
• Strong oral communication skills.
• A self-motivated, entrepreneurial attitude.
• Good customer service and relationship-building skills.
• Comfort working with sales data and software.
• Ability to act on your own initiative and take ownership of your work.

Is this job for you?

This role suits people who enjoy talking to others and helping them make decisions about money. If you are driven, like setting your own targets, and want to grow in sales, this could be a good fit.

Tips before you apply

• Have your Grade 12 certificate or NQF Level 4 proof ready to upload with your CV.
• Show examples in your CV of times you built trust with people or reached a target, even if it was at school, church or a part-time job.
• Prepare a short answer on why you want a career in financial services and what you would do to win new clients.